CRM User Training

If you are new to Microsoft Dynamics CRM, or you want to develop your user skills, we are sure to have a training solution for you.
Redball Group have trained CRM users and as a Microsoft Gold accredited Microsoft consultancy you can be sure of working with a partner who will
help you leverage excellent results from your CRM system.

Our courses are delivered from our office, in private sessions that are fully bespoke to your CRM processes and training needs. We are committed
to ensuring that your training aims are fully achieved and as part of our preparations the consultant who delivers your training will contact you
in advance to agree a course structure so we can accelerate the skills transfer.

CRM Introduction Training

Designed to help new users master the main processes and interface of Microsoft Dynamics CRM this introductory course includes:

Navigating Microsoft Dynamics CRM

Working with Microsoft Dynamics CRM in Outlook

Creating personalised CRM views

Main functionality of Dynamics CRM modules

The relationship between account, contact and lead records

How to search and find data

Creating and managing CRM records and activities

Progressing sales prospects from a lead to order

Tracking customer service issues using CRM cases

Using CRM dashboards

CRM Sales User Training

In this course we cover the main CRM processes and functions used
by sales teams to improve processes that will shorten sales cycles, reduce administration and improve the quality of sales forecasting: